Details and Classification Tab

Details


Service Type: A service type is a custom reporting attribute that you assign to each financial task to represent activities that you want to track for financial purposes. You can use service types to group tasks for custom reporting. You can also use service types in your AutoAccounting setup. The default service type for each top-level financial task comes from the project type that you assign to its project or project template. The default service type for each subtask comes from its parent task.

You can use service type to represent the type of work for which the project is being created ex :Bid and Proposal , Administration, Consulting, Engine R & D

Role List: A role list specifies which roles are available on a project. You can specify a role list when you create a project.

If you do not select a role list for a project, any role can be used on the project. The list of values of roles on the project displays all roles defined in the system.

If you associate a role list with a project, you limit the roles that can be used on the project. The list of values displayed for roles is shorter and project-specific.

Work Type: You define work types to represent a classification of work. You use work types to classify both actual and scheduled work. The default work type for a project or project template comes from its project type.

Probability List: (optional) Enter a probability list. The probability list you enter provides the list of values for the Probability field for projects.

Administrative: Use this box to identify administrative indirect projects on which that you can create administrative assignments in Oracle Project Resource Management.

Unassigned Time: Enable this option if you want to track available resource time in utilization reporting.

Intercompany Billing: Choose this box if you want to use this project type for intercompany billing projects.

Organization Planning: You must define a unique project type to identify the organization projects that are used in organization forecasting. Define the project type for organization forecasting projects with a class of indirect and then enable the Organization Planning check box.

Sponsored: Enable this check box if you want to fund projects with awards in Oracle Grants Accounting. For additional information, see the Oracle Grants Accounting User Guide.

Contingent Worker Enabled: Enable this check box to include all purchase orders associated with contingent worker enabled projects available for selection when a contingent worker enters a timecard. If you do not enable this, only purchase orders associated with the project that the contingent worker entered on the timecard, are available for selection.

Project Classifications (All project types)

Category: Select a class category.
Note: Only categories that you have defined as valid for this project type on the Class Categories and Codes window are displayed in the Category list.

Mandatory: Enable the Mandatory check box if you want the system to require all projects of the project type to be associated with the selected class category.

You can also enable the Mandatory option in the Class Categories and Codes window.
Note: You cannot select Mandatory for class categories that are already associated with one or more projects of the project type.

 

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